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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$91.4B
AUM Growth
+$733M
Cap. Flow
+$421M
Cap. Flow %
0.46%
Top 10 Hldgs %
9%
Holding
3,782
New
474
Increased
1,645
Reduced
1,192
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$729M
2
BKNG icon
Booking.com
BKNG
+$309M
3
PEP icon
PepsiCo
PEP
+$294M
4
CMCSA icon
Comcast
CMCSA
+$285M
5
NFLX icon
Netflix
NFLX
+$242M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$778M
2
WMT icon
Walmart Inc
WMT
+$382M
3
GE icon
GE Aerospace
GE
+$361M
4
NTES icon
NetEase
NTES
+$344M
5
BDX icon
Becton Dickinson
BDX
+$343M

Sector Composition

Rank Sector Weight
1 Healthcare 17.65%
2 Technology 14.45%
3 Consumer Discretionary 11.36%
4 Financials 11.34%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPLR
2676
DELISTED
Xplore Technologies Corp.
XPLR
$965K ﹤0.01%
297,900
+27,300
+10% +$83.8K
DIT icon
2677
AMCON Distributing
DIT
$66.4M
$963K ﹤0.01%
16,050
– –
VOXX
2678
DELISTED
VOXX International Corporation Class A
VOXX
$958K ﹤0.01%
193,500
-49,000
-20% -$280K
SPAB icon
2679
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.95B
$957K ﹤0.01%
33,971
+22,507
+196% +$635K
SWN
2680
DELISTED
Southwestern Energy Company
SWN
$956K ﹤0.01%
220,700
-2,840,100
-93% -$12.8M
FTEK icon
2681
Fuel Tech
FTEK
$45.9M
$948K ﹤0.01%
789,900
+50,900
+7% +$59.4K
RARX
2682
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
$943K ﹤0.01%
+177,500
New +$1.27M
CPSS icon
2683
Consumer Portfolio Services
CPSS
$205M
$942K ﹤0.01%
249,900
-44,100
-15% -$178K
TCRT icon
2684
Alaunos Therapeutics
TCRT
$4.88M
$942K ﹤0.01%
+1,602
New +$998K
ONEQ icon
2685
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$941K ﹤0.01%
34,000
+24,000
+240% +$683K
ACET
2686
DELISTED
Aceto Corp
ACET
$937K ﹤0.01%
123,300
-109,400
-47% -$956K
HDB icon
2687
HDFC Bank
HDB
$119B
$928K ﹤0.01%
+37,600
New +$947K
MOG.A icon
2688
Moog Inc Class A
MOG.A
$13.6B
$923K ﹤0.01%
11,200
+7,800
+229% +$674K
EPP icon
2689
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
$920K ﹤0.01%
+19,800
New +$952K
STRS
2690
DELISTED
STRATUS PPTYS INC
STRS
$918K ﹤0.01%
30,392
+5,692
+23% +$173K
THD icon
2691
iShares MSCI Thailand ETF
THD
$354M
$917K ﹤0.01%
+9,200
New +$907K
XLB icon
2692
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
$911K ﹤0.01%
32,000
-78,000
-71% -$2.36M
CCIH
2693
DELISTED
Chinacache International Holdings Ltd
CCIH
$911K ﹤0.01%
851,099
-73,600
-8% -$123K
NATI
2694
DELISTED
National Instruments Corp
NATI
$910K ﹤0.01%
+18,000
New +$876K
IWS icon
2695
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$900K ﹤0.01%
+10,418
New +$924K
MIND icon
2696
MIND Technology
MIND
$42.6M
$897K ﹤0.01%
27,690
+988
+4% +$34.8K
PPBI
2697
DELISTED
Pacific Premier Bancorp
PPBI
$893K ﹤0.01%
+22,208
New +$925K
TXMD icon
2698
TherapeuticsMD
TXMD
$24.1M
$892K ﹤0.01%
+3,662
New +$1.03M
KANG
2699
DELISTED
iKang Healthcare Group, Inc.
KANG
$889K ﹤0.01%
44,560
+20,700
+87% +$348K
LPL icon
2700
LG Display
LPL
$3.37B
$885K ﹤0.01%
+73,100
New +$1.01M
106 107
108
109 110

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Jim Simons's Q1 2018 Portfolio in Review

As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
  • Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
  • Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
  • Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
  • Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
  • Jim Simons opened 474 new positions and closed 438 in Q1 2018.
  • Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.

Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.